Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,913 | $172,111-80.9% | $150,298-78.1% | $137,256-76.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 44.38% | 69.37%-25.0pp | 62.79%-18.4pp | 220.34%-176.0pp |
| Employer contribution / active EE | $2,801 | $4,636-39.6% | $4,154-32.6% | $4,156-32.6% |
| Participant deferral / active EE | $7,952 | $6,166+29.0% | $5,453+45.8% | $6,407+24.1% |
| Admin fee / account holder | $34 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |